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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,325 | $51,631-81.9% | $129,397-92.8% | $80,925-88.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 15.40% | 20.77%-5.4pp | 9453.98%-9438.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $619 | $1,583-60.9% | $4,154-85.1% | $2,756-77.5% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $265 | $4,309-93.8% | $7,679-96.5% | $6,940-96.2% |